Benedict Evans quote, Sep 3, 2026

Independent analyst · Sep 3, 2026 · Essay, AI, tools and transformation

But with every previous platform shift, the stuff that actually mattered was the stuff that wasn't even possible before and that no-one even imagined.

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Words found on the source page on Sep 25, 2026.

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Sep 3, 2026	AI doesn’t change the question: it creates new choices and moves the thresholds.Sep 3, 2026· Essay	EssayAI, tools and transformation	Source
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Jul 9, 2026	Even so, that brings me back to the same point: the current market dynamics point to a future in which, as today’s supply crunch eases, frontier models move towards becoming commodity infrastructure, with all of the value built on top, and for a different outcome, something needs to happen that we don’t see yet.Jul 9, 2026· Essay	EssayWays to think about token pricing	Source
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September 2026	You own the customer relationship, and the model companies are in effect component suppliers. The question is how easy it would be for them to engulf you, or even your customers.Paul GrahamSeptember 2026· Essay	EssayMaking Startups Powerful	Source
Jul 30, 2026	At WWDC26, we were thrilled to introduce the all-new Siri AI, alongside all of Apple’s latest software innovations and important new child safety features.Tim CookJul 30, 2026· Earnings	EarningsApple Q3 FY26 earnings release (SEC Form 8-K, Exhibit 99.1)	Source
Jul 22, 2026	We fundamentally believe that we are in the early innings of a structural shift for business, and that our portfolio - across software, infrastructure, and consulting - is well-positioned to help our clients tap the value, and manage the challenges, of an AI-driven future...Arvind KrishnaJul 22, 2026· Earnings	EarningsIBM Q2 2026 earnings release (SEC Form 8-K, Exhibit 99.1)	Source
Jul 20, 2026	And, in the long run, this imperative to move up the stack does mean that frontier models are absolutely a threat to software providers, including Microsoft.Ben ThompsonJul 20, 2026· Post	PostWho's Afraid of Chinese Models?	Source

About this quote

Said by: Benedict Evans, Independent analyst
Where: AI, tools and transformation
Topics: Platform-shift
Source: ben-evans.com/benedictevans/2026/9/3/ai-tools-and-transformation

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